Barron’s Top Financial Advisor
March 2020, 2019, 2018, 2017, 2016, 2015, 2014
Janiczek Wealth Management has been recognized by Barron’s as a Top Financial Advisor for six consecutive years. The prestigious list of top investment advisors was also published in the Wall Street Journal. The rankings are based on data provided by over 4,000 of the nation’s most recognized advisors. In the evaluation process, advisors complete a 102-question survey about their practice. The award is based on dozens of qualitative and quantitative components, including:
- Assets under management
- Revenue produced for the firm
- Regulatory record
- Quality of the practice
- Philanthropic work
Forbes Best-In-State Wealth Advisors
Feb 2020
The Forbes Best-In-State Wealth Advisors spotlights top advisors across the country each of which is researched and interviewed. According to SHOOK Research that conducts the analysis, “the very best advisors are laser focused on having a positive impact on their clients’ lives. They want to add meaning, help them live better lives.”
The advisors are chosen based on the following:
- In-person interviews
- Industry experience (minimum 7 years’ experience)
- Compliance records
- Revenue trends
- Assets under management
- Best practices and approach to working with clients
Expertise.com Best Financial Advisors in Denver
2020, 2019, 2018, 2017
Expertise.com scores financial advisors on more than 25 variables across five categories. The categories include:
- Reputation – a history of delighted customers and outstanding service
- Credibility - building customer confidence with licensing, accreditations and awards
- Experience – master of their craft, based on years of practical experience and education
- Availability – consistently approachable and responsive, so customers never feel ignored
- Professionalism – providing service with honesty, reliability, and respect
Financial Times Top Financial Adviser
June 2017, 2015
The Financial Times’s methodology for selecting the award recipients is quantifiable and objective. Financial Times caps the number of companies from any one state and presents the list as an elite group of advisers, not a comparative ranking. The formula the Financial Times uses to evaluate advisers is based on six broad factors including:
- Assets under management – signals experience managing money and client trust
- Assets under management growth rate – indication of asset retention and ability to attract new business
- Years in existence – demonstrates reliability and experience managing assets through different market environments
- Compliance record – evidence of past client disputes
- Industry certifications (CFA, CAIA, CFP, MsFS, ChFC) – demonstrates company’s staff has technical and industry knowledge, and signals a professional commitment to investment skills
- Online accessibility – indicates a desire to provide easy access and transparent contact information
AdvisoryHQ Top Wealth Managers
March 2019, 2018, 2017, 2016
AdvisoryHQ researches Registered Investment Advisors from the end consumer’s perspective. The firms are not aware that they are being reviewed and ranked by AdvisoryHQ until after the analysis has been completed and published to the public.
AdvisoryHQ evaluates firms based on many factors, some of which include:
- Fiduciary duty - fiduciary responsibility to act in clients’ best interest
- Fee structure - do not accept commissions or third-party referral payments
- Independence - no affiliation with a major bank or financial institution leading to reduced conflict of interest situation
- Scale of innovation – constantly improving their services and business practices
AdvisoryHQ takes the analysis a step further by evaluating firms on the following:
- Experience level – certifications, leading roles within their fields of expertise
- Transparency – fees are completely transparent
- Customized services – provide services that are tailored toward their clients’ unique situations
- Quality of advisor’s website – ease of use, graphical design, functionality
- Open door policy – actively encourage clients to contact them before making major financial decisions or whenever the client has financial questions
- Who they serve – work with individuals and families
